Aevitas Wealth Management, Inc.

13F Filings History

Latest 13F report
Q4 2022 - Jan 24, 2023
Value $
$169M
Signature - Title
Amy Resnic - FINANCIAL ADVISOR & CCO
Location
Wellesley Hills, MA
Summary
This page shows a list of all the recent 13F filings made by Aevitas Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aevitas Wealth Management, Inc. reported 114 stock holdings with total value $169M as of Q4 2022. Top holdings included SHY, MSFT, AAPL, LDUR, and XOM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 114 $169M +$33.4M -$6.01M +$27.4M SHY, MSFT, AAPL, LDUR, XOM 13F-HR 1/24/2023, 04:27 PM
Q3 2022 108 $133M +$9.84M -$8.99M +$855K AAPL, MSFT, PEP, JNJ, PANW 13F-HR 10/24/2022, 11:20 AM
Q2 2022 109 $148M +$13M -$3.63M +$9.38M MSFT, AAPL, GLD, JNJ, PEP 13F-HR 7/22/2022, 09:34 AM
Q1 2022 116 $164M +$15.4M -$15.9M -$482K AAPL, MSFT, AMZN, PANW, GLD 13F-HR 4/25/2022, 01:04 PM
Q4 2021 122 $168M +$7.63M -$11M -$3.36M AAPL, MSFT, AMZN, PEP, JNJ 13F-HR 1/19/2022, 05:19 PM
Q3 2021 123 $157M +$4.35M -$3.17M +$1.18M MSFT, AAPL, AMZN, GLD, PEP 13F-HR 11/1/2021, 08:26 AM
Q2 2021 123 $157M +$7.38M -$4.3M +$3.08M MSFT, AAPL, AMZN, GLD, JNJ 13F-HR 7/22/2021, 01:57 PM
Q1 2021 118 $143M +$8.87M -$3.24M +$5.63M AAPL, GLD, MSFT, AMZN, JNJ 13F-HR 4/29/2021, 07:15 AM
Q4 2020 114 $137M +$10.5M -$6.01M +$4.49M GLD, AAPL, MSFT, AMZN, PEP 13F-HR 1/19/2021, 07:43 AM
Q3 2020 107 $121M +$11.5M -$996K +$10.5M GLD, AAPL, MSFT, AMZN, PEP 13F-HR 10/22/2020, 07:50 AM
Q2 2020 99 $108M +$7.22M -$3.04M +$4.18M GLD, MSFT, AAPL, AMZN, PEP 13F-HR 7/29/2020, 07:55 AM
Q1 2020 94 $89.4M +$6.99M -$8.41M -$1.42M GLD, MSFT, AAPL, JNJ, PEP 13F-HR 4/16/2020, 01:51 PM
Q4 2019 106 $106M +$3.02M -$2.84M +$183K GLD, AAPL, MSFT, PEP, JNJ 13F-HR 1/31/2020, 04:13 PM
Q3 2019 103 $99.8M +$1.06M -$3.1M -$2.04M GLD, MSFT, AAPL, PEP, JNJ 13F-HR 10/21/2019, 08:06 AM
Q2 2019 102 $99.4M +$7.75M -$23.7M -$16M GLD, MSFT, PEP, AAPL, JNJ 13F-HR 7/26/2019, 01:45 PM
Q1 2019 370 $112M +$7.48M -$4.16M +$3.32M JNJ, MSFT, AAPL, VHT, PEP 13F-HR 5/9/2019, 03:31 PM
Q4 2018 384 $97.8M +$9.22M -$8.59M +$630K JNJ, VHT, AAPL, PEP, MSFT 13F-HR 2/14/2019, 09:42 AM
Q3 2018 454 $110M +$3.65M -$2.53M +$1.13M AAPL, VHT, JNJ, PEP, VFH 13F-HR 11/14/2018, 08:43 AM
Q2 2018 428 $103M +$9.89M -$9.92M -$25.2K AAPL, VHT, JNJ, VFH, PEP 13F-HR 8/10/2018, 01:09 PM
Q1 2018 446 $100M +$4.07M -$6.99M -$2.91M AAPL, VFH, VHT, PEP, JNJ 13F-HR 5/15/2018, 03:50 PM
Q4 2017 437 $105M $0 $0 AAPL, VFH, VHT, PEP, JNJ 13F-HR 2/13/2018, 12:11 PM